Senior Portfolio Manager — Wealth Strategy & Client Service

Mercantil Commerce Bank; Clayton (MO); Presencial; USD 137 000 - 215 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

employer sponsored health

employer sponsored dental

employer sponsored vision insurance

401(k)

life insurance

paid vacation

paid personal time

career development

education assistance

voluntary supplemental benefits

Resumo da oferta

Commerce Bank, headquartered in Clayton, Missouri, seeks an experienced Portfolio Manager III & Senior for Commerce Trust. The role focuses on managing assigned client portfolios, establishing investment objectives, asset allocation, and performance reporting, with emphasis on client service and timely investment recommendations.

Required are a bachelor’s degree and 6+ years in trust/bank/investment management; CFA/CFP preferred.

Qualificações

• Bachelor’s degree or equivalent combination of education and experience required.
• 6+ years trust, bank or investment management experience required.
• Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred.
• Must be eligible to work in the US without sponsorship now or in the future.

Responsabilidades

• Lead portfolio management and establish investment objectives for client portfolios.
• Meet with clients regularly to provide portfolio reports and recommendations.
• Determine investment objectives and asset allocation with clients.
• Provide market and economic updates to clients.
• Support investment committees with timely information.
• Collaborate with private client associates for client service.
• Participate in new business development.
• Perform other duties as assigned.

Conhecimentos

Portfolio management

Investment management

Presentation skills

Decision making

Driver’s license

Attention to detail

Multitasking

Communication skills

Formação académica

Bachelor’s degree

CFA/CFP preferred

Ferramentas

Microsoft Word

Microsoft Excel

Microsoft Teams

Outlook

Descrição da oferta de emprego

Commerce Bank, headquartered in Clayton, Missouri, seeks an experienced Portfolio Manager III & Senior for Commerce Trust. The role focuses on managing assigned client portfolios, establishing investment objectives, asset allocation, and performance reporting, with emphasis on client service and timely investment recommendations.

Required are a bachelor’s degree and 6+ years in trust/bank/investment management; CFA/CFP preferred.